Team

At Private Wealth Financial Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Duncan Eng

Financial Planner/Co-Founder

408.879.4217

408.879.4297

Duncan.Eng@LFG.com

Duncan co-founded Private Wealth Financial Partners in 2008. He has been in practice for nearly twenty years.

Edward Rusnak, MBA

Financial Planner/Co-Founder

925.659.0372

925.804.2472

Edward.Rusnak@LFG.com

Ed co-founded Private Wealth Financial Partners in 2008 with Duncan Eng. Ed has built his practice on the principles of integrity, trust and understanding.

Joseph Yang

Financial Planner

925-659-0229

925-275-0999

joseph.yang@lfg.com

Joseph is a financial planner with Sagemark Consulting. A perpetual learner,Joseph educates himself on the ever‐changing laws and rules of the market in order to help his clients navigate their financial landscape. By listening to what...

Heather Onesto

Client Services Manager

925.659.0334

925.804.2472

Heather.Onesto2@lfg.com

Heather joined the firm in June 2017 with the goal of providing our clients with a concierge level of service in support of their financial planning needs. She works with clients on a number of different initiatives such as; managing...

EJ Rusnak

Financial Planner Assistant

925.659.0372

EJ.Rusnak@LFG.com

EJ Rusnak is our Financial Planner Assistant.

Tahne Kariguddaiah

Planner Assistant

My name is Tahne, I support the team here at Private Wealth Financial Partners while achieving my undergraduate degree in Economics at UCLA. My goal is to build my career here in financial services!